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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,903 | $150,435-23.6% | $120,580-4.7% | $145,897-21.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.16% | 154.60%-146.4pp | 107.48%-99.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,555 | $4,352-41.3% | $3,469-26.4% | $4,663-45.2% |
| Participant deferral / active EE | $5,390 | $6,174-12.7% | $4,995+7.9% | $6,689-19.4% |
| Admin fee / account holder | $14,404 | $12,182+18.2% | $9,418+52.9% | $13,390+7.6% |